A retired couple with $700,000 in a taxable brokerage account could potentially generate close to $19,000 a year in combined dividend income and tax savings by using a direct-indexing strategy. Part ...

The S&P 500's performance can diverge from that of its constituent stocks; even in years when the index rises, some individual stocks may decline. Direct indexing takes advantage of this by isolating ...

Tax-loss harvesting (TLH) has existed for decades, but its impact has historically been limited by one simple constraint: structure. When investors hold pooled vehicles such as ETFs or mutual funds, ...

As wealthy clients demand more personalization and tax efficiency, direct indexing is emerging as a powerful tool advisors can offer, though many are still learning how to use it. Emily Gray, managing ...

CHICAGO--(BUSINESS WIRE)--Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of financial advisors.

Once a niche strategy for high net worth investors, direct indexing is now mainstream, with over $1 trillion in assets. Processing Content Gregory Kanarian is an investment strategist at Natixis ...

For decades, the default approach for most investors seeking broad market exposure has been simple: buy a low-cost index fund or ETF and hold it for the long term. That strategy remains powerful and ...

High-net worth individuals are increasingly relying on direct indexing to manage risk and diversify portfolios amid a volatile market environment, according to a recent study of top wealth managers ...

Many people feel unsure about choosing between **direct indexing** and **index funds**, especially when taxes and customization enter the picture. You might worry about paying more than necessary or ...

As 2026 tax policies continue to evolve, the complexity of managing multiple brokerage relationships has never been more critical. Investors with accounts across Merrill, Fidelity NetBenefits, and ...